Inventory
List recurring workflows, owners, systems, triggers, handoffs, volume and known failure cost.
Service
Find the highest-value process to automate before committing to a build.
Best fit
A decision-ready opportunity matrix, two process maps, a recommended architecture, ROI range, and sequenced implementation backlog.
Deliverables
Concrete artifacts, a clear operating boundary and enough documentation for the team to own the result.
Stakeholder workflow interview
Current-state time and volume baseline
Automation Opportunity Matrix
Before and proposed-after process maps
API and data-readiness review
AI suitability and risk assessment
Architecture recommendation
ROI range and implementation backlog
How the work moves
List recurring workflows, owners, systems, triggers, handoffs, volume and known failure cost.
Separate observed numbers from assumptions: executions, minutes, loaded cost, delays and exception rate.
Mark each step deterministic, AI-assisted, human-owned or removable.
Score coverage, complexity, error risk, integration difficulty, cost and likely payback.
Engagement boundaries
“Use deterministic automation wherever possible. Insert AI only where language, extraction or judgment makes it earn its cost.”
Bahman’s engineering principleNext step
Describe what starts it, how often it runs, which systems it touches and where it currently breaks.